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Spdr Series Trust shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $120k 604 197.77
2025-06-30 $115k 604 189.83
2024-12-31 $114k 604 188.85

More positions owned by Icon Wealth Advisors

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Ishares S&p 500 Growth Etf Etf (IVW)
Microsoft Corp Stock (MSFT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
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Ishares Msci Usa Quality Factor Etf Etf (QUAL)
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Ishares S&p 100 Etf Etf (OEF)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Ishares National Muni Bond Etf Etf (MUB)

View all positions for Icon Wealth Advisors

Top funds holding Spdr Series Trust

Morgan Stanley
LPL Financial
McGuire Investment Group
Wells Fargo & Company
UBS Group
Raymond James Financial
BlackRock
Two Sigma Investments
Ameriprise Financial
Thrivent Financial for Lutherans
Essex
Fil
Ieq Capital
Mml Investors Services
CI Private Wealth

View all funds holding Spdr Series Trust